G2 Vendor Directory

Unanet CRM vs. Planyard

A side-by-side comparison based on G2 review data.

MetricUnanet CRM

by Unanet

Planyard

by Planyard

Overall rating4.04.7
Review count26413
Ease of use7.89.1
Ease of setup7.37.9
Quality of support7.89.5
Meets requirements8.39.1
NPS26.13636483.333333
Small Business19.1%92.3%
Mid-Market68.3%7.7%
Enterprise12.6%0.0%
Total page views494122
Total LLM citations0182

Unanet CRM

Unanet is an AI-first CRM and growth platform specifically designed for project-driven businesses, including sectors such as government contracting, architecture, engineering, and construction (AEC). This comprehensive solution is trusted by over 4,200 firms to streamline the connection between relationships, opportunities, proposals, projects, and overall business performance. By offering industry-specific workflows, real-time visibility, and intelligent automation, Unanet empowers teams to focus on the most promising opportunities, enhance their win rates, and grow with greater assurance.

Pros

  • Ease of Use
  • CRM Integration
  • Tracking
  • Client Management
  • Features
  • Helpful

Planyard

Planyard makes construction financials incredibly easy. All of our workflows are designed by construction professionals who want to ditch the spreadsheet, get rid of duplicate data entry, and simplify their work lives. With Planyard, management enjoys a real-time overview of portfolio financials, giving them the peace of mind to focus on growing the business. Why construction teams choose Planyard: * Speed: It typically takes just 1-2 hours to get started as your next project begins.

Pros